Client Login

Use Scottrade website for viewing your account, all gains & losses in a particular investment and retrieving all account statements and tax reporting statements. (click on the logo below)

Use Blueleaf website for quickly viewing the performance and asset allocation of your account and if you like you can also any other accounts you may have with other institutions (e.g. 401k or 529) to review everything in one place. (click on the logo below)

Use MoneyGuide Pro website for accessing your financial plan. You can input or update your financial goals as well as all assets and any contributions you are making to fund those goals. (click on the logo below)